Webinar Recording

How to Prepare for your Next Sales Tax Exemption Certificate Audit

Your organization isn't just at risk of being audited. It's probably far less prepared for such an event than you realize. And all those documents that you spent so much time collecting and storing may not suffice should an auditor come knocking at your door.

If you were to be audited today, would you know:

How many exemption certificates you have?

Which certificates will expire soon?

How many certificates are missing information or need updating?

Join us to hear from two tax experts, one of whom is a former state auditor, on how to increase your tax compliance and lower your audit risk.

After attending this event you will be able to:

Recognize what to expect in an exemption certificate audit

Understand how to prepare for the most common questions the auditor will ask

Identify how to lower you audit exposure through the effective collection, validation and management of exemption certificates

Speakers

Silvia Aguirre

Chief Certificate Officer, Avalara Certcapture

Silvia Aguirre is currently the Chief Certificate Officer at Avalara where she manages the product direction of the CertCapture suite of products. She is the co-founder of Avalara CertCapture. Silvia was previously co-founder and Principal of Tax Technology Services, LLC (TTS), where she had overall responsibility for the operational efficiency of the organization, as well as the tax knowledge base. Previously, Silvia served as an Auditor for the State of Texas, in their San Antonio and New York offices. After her audit career, Silvia served as tax manager for national companies in manufacturing, retail and technology industries.

Matt MacNeil

Director of Solutions Engineering, Avalara CertCapture

Matt MacNeil is currently the Director of Solutions Engineering for Avalara Certcapture. He has been involved in Sales tax consulting for the last 10 years with specific emphasis on developing new solutions for clients with exemption certificate issues. Previously he was Vice President of Tax Technology Services, LLC a tax consulting and solutions firm. He is a regular speaker at various credit and accounting educational classes on sales tax issues.

Moderated by: John Kogan

CEO, Proformative

John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.